Wealthbox + Catchlight

Modern CRM integrated with AI driven technology to provide growth insights.

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Overview

Catchlight is a data and intelligence platform that uses AI to instantly create rich, actionable profiles to personalize your outreach and marketing efforts. The two-way data sync integration between Catchlight and Wealthbox enhances existing Wealthbox contacts with insights to prioritize best opportunities, tailor outreach, and increase engagement.

Advisors will set up the Wealthbox connection within the Integrations area of Catchlight. Inside Catchlight, advisors will choose what type of Wealthbox contacts they want to import into Catchlight.
Advisors will set up the Wealthbox connection within the Integrations area of Catchlight. Inside Catchlight, advisors will choose what type of Wealthbox contacts they want to import into Catchlight.
Data insights are then sent back in real time into Wealthbox and added to the Wealthbox contact record as a note.
Data insights are then sent back in real time into Wealthbox and added to the Wealthbox contact record as a note.

Resources

Recorded webinar

How Advisors Use Catchlight + Wealthbox to Supercharge Growth

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Blog post

Wealthbox and Catchlight Partner to Provide Advisors with Growth Insights

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Yelena Melamed headshot
“At Catchlight, our goal is to empower advisors to answer two important questions to power their growth efforts: who do I engage next, and how do I personalize my pitch for them. This integration brings the power of Catchlight data and insights into the advisors workflow within Wealthbox. The integration makes it easy for advisors to quickly identify their next best prospect and take action to engage them in a personalized manner.”

Yelena Melamed, Head of Product at Catchlight

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